Brandywine Oak Private Wealth’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
13,067
-791
| -6% | -$17.9K | 0.03% | 191 |
|
|
2025
Q1 | $312K | Hold |
13,858
| – | – | 0.03% | 182 |
|
|
2024
Q4 | $312K | Sell |
13,858
-2,756
| -17% | -$62K | 0.03% | 185 |
|
|
2024
Q3 | $377K | Sell |
16,614
-1,243
| -7% | -$28.2K | 0.04% | 175 |
|
|
2024
Q2 | $399K | Sell |
17,857
-397
| -2% | -$8.88K | 0.04% | 161 |
|
|
2024
Q1 | $409K | Hold |
18,254
| – | – | 0.04% | 163 |
|
|
2023
Q4 | $404K | Sell |
18,254
-3,768
| -17% | -$83.4K | 0.04% | 163 |
|
|
2023
Q3 | $476K | Sell |
22,022
-2,155
| -9% | -$46.6K | 0.06% | 147 |
|
|
2023
Q2 | $539K | Sell |
24,177
-420
| -2% | -$9.37K | 0.06% | 148 |
|
|
2023
Q1 | $548K | Sell |
24,597
-11,488
| -32% | -$256K | 0.06% | 150 |
|
|
2022
Q4 | $804K | Sell |
36,085
-131
| -0.4% | -$2.92K | 0.1% | 112 |
|
|
2022
Q3 | $788K | Sell |
36,216
-1,003
| -3% | -$21.8K | 0.11% | 110 |
|
|
2022
Q2 | $835K | Sell |
37,219
-20,524
| -36% | -$460K | 0.11% | 118 |
|
|
2022
Q1 | $1.34M | Sell |
57,743
-12,785
| -18% | -$297K | 0.15% | 99 |
|
|
2021
Q4 | $1.77M | Buy |
70,528
+12,204
| +21% | +$307K | 0.19% | 82 |
|
|
2021
Q3 | $1.46M | Sell |
58,324
-66
| -0.1% | -$1.66K | 0.17% | 91 |
|
|
2021
Q2 | $1.49M | Buy |
58,390
+19,580
| +50% | +$498K | 0.17% | 90 |
|
|
2021
Q1 | $971K | Buy |
38,810
+23,181
| +148% | +$580K | 0.14% | 98 |
|
|
2020
Q4 | $387K | Buy |
15,629
+1,531
| +11% | +$37.9K | 0.06% | 165 |
|
|
2020
Q3 | $343K | Buy |
14,098
+1,809
| +15% | +$44K | 0.06% | 173 |
|
|
2020
Q2 | $292K | Buy |
12,289
+1,669
| +16% | +$39.7K | 0.05% | 179 |
|
|
2020
Q1 | $239K | Sell |
10,620
-216,870
| -95% | -$4.88M | 0.05% | 191 |
|
|
2019
Q4 | $5.73M | Sell |
227,490
-5,579
| -2% | -$141K | 1.04% | 20 |
|
|
2019
Q3 | $5.87M | Buy |
233,069
+9,327
| +4% | +$235K | 1.11% | 20 |
|
|
2019
Q2 | $5.61M | Buy |
223,742
+12,061
| +6% | +$302K | 1.12% | 20 |
|
|
2019
Q1 | $5.23M | Buy |
211,681
+27,920
| +15% | +$690K | 1.09% | 21 |
|
|
2018
Q4 | $4.54M | Buy |
+183,761
| New | +$4.54M | 1.02% | 21 |
|